Opal Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.1K	Buy	+106	New	+$21.5K	﹤0.01%	602
2025 Q3	–	Sell	-242	Closed	-$75.4K	–	543
2025 Q2	$75.4K	Sell	242 -312	-56%	-$94.6K	0.02%	307
2025 Q1	$165K	Buy	+554	New	+$160K	0.05%	200
2024 Q4	–	Sell	-772	Closed	-$207K	–	207
2024 Q3	$207K	Sell	772 -5	-0.6%	-$1.35K	0.06%	182
2024 Q2	$209K	Sell	777 -24	-3%	-$5.87K	0.07%	172
2024 Q1	$189K	Sell	801 -72	-8%	-$17.3K	0.06%	174
2023 Q4	$209K	Sell	873 -18	-2%	-$4.26K	0.08%	166
2023 Q3	$210K	Sell	891 -49	-5%	-$11.5K	0.12%	135
2023 Q2	$212K	Buy	+940	New	+$197K	0.11%	132
2022 Q1	–	Sell	-888	Closed	-$203K	–	133
2021 Q4	$203K	Buy	+888	New	+$194K	0.13%	121